Burkart & Stevens, CPAs And Advisors

Burkart & Stevens, CPAs And Advisors

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San Luis Obispo, CA

About

Burkart & Stevens, CPAs and Advisors, founded in 1972, is a renowned firm based in San Luis Obispo, California. As a full-service tax, accounting, and financial planning firm, they specialize in minimizing taxes for individuals and businesses, and simplifying complex accounting needs. Despite being one of the oldest CPA firms in the area, they remain progressive in their approach, staying abreast with the latest tax and financial strategies. The firm prides itself on exceptional client service, professionalism, responsiveness, and quality, striving to ensure that every client benefits from the firm's collective expertise.


Highlights

54 years in business
Serves San Luis Obispo, CA

Specialties

Industry

Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries

Annual income

Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP

Accounting for

Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit

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Services offered

Accounting
Financial Services And Planning